First seen by our source: 1 hour ago
Junior Investment Advisor
@ Manulife Wealth
Pointe-Claire, Quebec
Overview
Diligence, part of Manulife Wealth, is hiring an advisor-in-training in Montreal for a full-time, on-site role. The path leads from learning wealth management and obtaining CIRO licensing to building a client base and moving toward independent advisor status. The posting offers base salary plus commission, structured training and mentorship, and requires French and English fluency.
Responsibilities:
- Research and contact prospective clients
- Schedule and attend client meetings
- Prepare portfolio analyses and reports
- Support business development efforts
Requirements summary:
- CEGEP technical diploma or bachelor's degree, finance or business preferred
- Fluency in French and English, spoken and written
- Strong people skills and networking ability
- Willingness to complete CIRO requirements
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | CIRO registration |
| Education | College diploma (required), Bachelor’s degree (required) |
| Fields of study | finance, business, accounting, economics, commerce |
| Perks mentioned | Performance bonus, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Manulife Wealth
| Field | Value |
|---|---|
| Open jobs on Jobsy | 16 |
Advisor-in-Training | Wealth Management
📍 Montreal, QC · Full-time · On-site, 5 days a week
Start a career as an independent advisor, not just a job in finance.
Diligence is a wealth management team operating within Manulife Wealth, a national network of independent advisors. We're looking for a recent grad or early-career professional who wants to learn this business properly, from prospecting to portfolio reviews, and eventually run their own practice.
You don't need to be a markets expert yet. If you're curious, personable, and willing to work hard, we'll teach you the rest.
How the path works
- Learn the business. Work alongside our advisors, sit in on client meetings, and get comfortable with markets, investments, and wealth planning.
- Get licensed. Complete the CIRO training, exams, and registration required to advise clients.
- Start building your own clients. Prospect, network, and open conversations with new people, with mentorship from the team.
- Move toward independence. Take on more responsibility and grow your own book of business over time.
What you'll do day to day
- Research and reach out to prospective clients
- Schedule and attend client meetings
- Prepare portfolio analyses, reports, and client file summaries
- Support the team's business development efforts
This isn't back-office work. You'll be in front of clients from early on.
What you'll need
- A 3-year CEGEP technical diploma or a bachelor's degree (finance, business, accounting, economics, or commerce is a plus)
- Fluency in French and English, spoken and written
- Genuine interest in financial markets and investing
- Strong people skills and comfort with networking and prospecting
- Self-discipline, organization, and a results-driven attitude
- Willingness to complete the CIRO requirements
Experience in sales, banking, financial services, or customer service helps but isn't required.
What you get
- Structured training in wealth management
- Mentorship from experienced advisors
- Base salary plus commission with earnings that grow as your client base does
- A clear route to independent advisor status and eventually owning your own book of business.
Before you apply
Make sure you can say yes to these:
- Do you have, or are you completing, a CEGEP technical diploma or a bachelor's degree?
- Can you work full-time, in person, in Montreal?
- Are you comfortable in both French and English?
Then tell us briefly about any sales, client service, banking, or finance experience.
📩 Apply on LinkedIn or message me directly.
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